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Coastwise Capital Group’s JPMorgan Chase JPM Stock Holding History

Coastwise Capital Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Sell
3,457
-202
-6% -$62.7K 0.66% 41
2026
Q1 		$1.08M Buy
3,659
+62
+2% +$18.8K 0.6% 39
2025
Q4 		$1.16M Buy
3,597
+8
+0.2% +$2.48K 0.58% 41
2025
Q3 		$1.13M Buy
3,589
+51
+1% +$15.2K 0.8% 34
2025
Q2 		$1.03M Buy
3,538
+128
+4% +$32.7K 0.82% 33
2025
Q1 		$837K Sell
3,410
-2,907
-46% -$741K 0.7% 40
2024
Q4 		$1.51M Sell
6,317
-408
-6% -$95K 1.21% 22
2024
Q3 		$1.42M Buy
6,725
+150
+2% +$31.6K 1.17% 22
2024
Q2 		$1.33M Sell
6,575
-448
-6% -$87.6K 1.27% 19
2024
Q1 		$1.41M Sell
7,023
-1,169
-14% -$211K 1.3% 17
2023
Q4 		$1.39M Buy
8,192
+229
+3% +$34.7K 1.42% 15
2023
Q3 		$1.15M Sell
7,963
-407
-5% -$61K 1.32% 17
2023
Q2 		$1.22M Buy
8,370
+621
+8% +$85.4K 1.38% 16
2023
Q1 		$1.01M Buy
7,749
+849
+12% +$116K 1.15% 26
2022
Q4 		$925K Buy
+6,900
New +$874K 1.1% 25
2022
Q3 		– Sell
-6,551
Closed -$738K – 100
2022
Q2 		$738K Buy
+6,551
New +$812K 0.9% 30

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Coastwise Capital Group's JPM Position: Q2 2026 in Review

Coastwise Capital Group reduced its JPMorgan Chase (JPM) stake by 5.5% in Q2 2026, selling an estimated $62.7K and leaving 3,457 shares worth $1.13M. The position accounts for 0.66% of the portfolio, ranked #41.

Coastwise Capital Group first reported a position in JPM in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.51M in Q4 2024. 2,655 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Coastwise Capital Group held 3,457 shares of JPMorgan Chase worth $1.13M as of Q2 2026.
  • Coastwise Capital Group sold 202 JPMorgan Chase shares in Q2 2026, an estimated $62.7K.
  • JPMorgan Chase made up 0.66% of Coastwise Capital Group's portfolio in Q2 2026, its #41 holding.
  • Coastwise Capital Group first reported a position in JPMorgan Chase in Q2 2022 and has held it in 16 quarters since.
  • Coastwise Capital Group's JPMorgan Chase position peaked at $1.51M in Q4 2024.
  • 2,655 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.